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1 Efficient Fron er US Fixed Income Composi on (Current Mix vs. Target Alloca ons) Arithme c Mean US Fixed Income Composi on (Current Mix vs. Target Alloca ons) US Fixed Income Real Estate Intl Equity Intl Fixed Income Cash Equivalents Asset Class Correla on Matrix (Asset Class Assump ons) 5.5 Time Period: 1/31/1991 to 7/31/ US Fixed Income Risk: Standard Devia on

2 Alloca on Spectrum (Tradi onal Op miza on) 1. US Fixed Income Weights(%) Risk: Standard Devia on Alloca on Spectrum (Resampled Op miza on) 1. US Fixed Income Weights(%) Risk: Standard Devia on

3 Asset Mix Distribu on (Current Mix vs. Target Alloca ons) K 1K Asset Class Distribu on US Fixed Income

4 Wealth Percen les (Current Mix vs. Target Alloca ons) 3M 3M 3M 1M 1M 1M 5K 5K 5K Wealth (USD) 3K 1K Wealth (USD) 3K 1K Wealth (USD) 3K 1K 5K 5K 5K 3K 3K 3K 1K 1K 1K 5th 25th 5th 75th 95th Historical Wealth Wealth Percen les (Current Mix vs. Target Alloca ons) Percen le 5th 25th 5th 75th 95th 111, , , , , , , , , , , , , ,48, ,796, , , , , , , , , , , , , , , ,86, , , , , , , , , , , , , , , ,437,91.84 Percen les (Current Mix vs. Target Alloca ons) Percen le 5th 25th 5th 75th 95th

5 Percen les Annually (%) 4. Annually (%) 4. Annually (%) th 25th 5th 75th 95th Target Target Wealth Target Target Wealth 3.% 8.% 1.%

6 Trailing s (Asset Class Assump ons) As of Date: 9/3/ YTD 1 3 s s s 1s US Fixed Income Trailing s (Asset Class Assump ons) Data Point: US Fixed Income YTD 1 3 s s s 1s

7 Investment Growth (Current Mix vs. Target Alloca ons) Time Period: 1/1/27 to 9/3/ /28 9/28 3/29 9/29 3/21 9/21 3/211 9/211 3/212 9/212 Risk Reward Time Period: 1/1/27 to 9/3/ US Fixed Income Std Dev Performance Time Period: 1/1/27 to 9/3/212 Std Dev Excess Informa on Ra o (arith) R2 Tracking Error Beta Alpha Performance Time Period: 1/1/27 to 9/3/212 US Fixed Income Std Dev Excess Informa on Ra o (arith) R2 Tracking Error Beta Alpha

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